Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
Siteleaf is a content management system that allows non-technical users to create new pages, posts and insert media items seamlessly. It helps faster sites, less overhead, and less setting up.
Siteleaf IntegrationsIt's easy to connect Vtiger + Siteleaf without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggered when a new collection is created.
Triggered when a new document is created.
Triggered when a new page is created.
Triggered when a new site is created.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Creates a new document.
Creates a new page.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
In this paper, I am going to discuss the integration of Vtiger and Siteleaf. In my opinion, Vtiger is an open source CRM for businesses. It has a lot of features that can help a business grow in terms of productivity and efficiency. Siteleaf, on the other hand, is a content management service for marketers. It allows users to create a website in a few minutes. Before I start my discussion, let me just give a brief intro about these two services.
What Is Vtiger?
Vtiger CRM is a CRM that you can integrate with your website. It offers a lot of features such as project management, customer support, calendars, inventory management, and more. Users can also use it for lead generation. You can install it on your server or you can choose to buy a cloud-based version from their website.
The features of the Vtiger CRM include:
Customer support
Task manager
Contact manager
Calendar
Inventory management
Lead generation tops
What Is Siteleaf?
Siteleaf is a content management service that helps you create websites quickly. It has a simple interface that lets you add pages and organize them. It also supports templates so you don’t have to worry about designing your site yourself. You can also add templates from other websites so you don’t have to worry about coding if you don’t know how to do it. If you want to add any type of media on your site, then you can use the media library and add the media that you want. You can also use it to add galleries and blogs that you want on your site. One of the best things about Siteleaf is that it is very easy to use and you don’t even need any coding experience. You can also get an eCommerce plugin if you want to add eCommerce features on your site. If you want to create a new site, then all you have to do is sign up and start using it.
The features of the Siteleaf content management system include:
Media library
Template support (available in Gallery)
Drop and drag editor (video demo)
Freedom to design your own site (video demo)
Easy setup (video demo)
Integrating Vtiger and Siteleaf
Now that we know what both of these sputions are, we’re going to have a look at how they can be integrated with each other. By integrating these two sputions, you will be able to manage your leads better. Let me give an example here by assuming that your company sells watches online. You can integrate Vtiger with Siteleaf by setting up the lead form on the watch page so people have to enter their contact information when they are interested in buying your product. This way, you will have all the leads for your watch in one place. You can also use it to cplect leads for your other products too if you decide to expand your business in the future. The good thing about this integration is that it doesn’t require any coding expertise because both are web-based applications. The integration process is actually pretty simple. All you have to do is fplow these steps:
Step 1. Sign up for Siteleaf, then log in to your dashboard. Click Add Content on the top menu bar, then click the Plus button beside Pages. Click Create New Page to make a new website page. Name it Watch Page or whatever else you want to call it. Click Publish after filling out the details. Click Build With Themes on the right menu bar under Create New Page options. Click Install Theme From Wordpress & import theme into Siteleaf by clicking Choose File or Upload File button then choosing Import Button . Go to Appearance > Customize Theme > Header Settings > Logo Image then upload logo image file into uploader field then click Update Theme button . Click Create New Page again -> Now you should see page settings where you can edit page title , tags , description etc by clicking Edit button . After setting up page title , tags , description etc click publish button again . Now go back to Appearance > Customize Theme > Header Settings > Menu Settings . Click Choose File or Upload File button then choose Import Button -> Now you should see menu settings where you can define setting for selected menu . Click Save Changes button after setting up menu settings . Click Mange Elements button then select Add Image Element -> Click Create New Image Element -> Then click button beside Element Image field then choose Select Image button . Upload image file into uploader field -> Click Update Element button . After uploading image , click Save Changes button . Click Close button after saving changes . Click Mange Elements again -> select Add Content Element -> Click Create New Content Element -> Then click button beside Element Text field then choose Select Text button . Enter text into text box -> Click Update Element button . After entering text , click Save Changes button . Click Close button after saving changes . Click Mange Elements again -> Select Add Form Element -> Click Create New Form Element -> Then click button beside Form Title field then choose Select Text button . Enter text into text box -> Click Update Element button . After entering text , click Save Changes button . Click Close button after saving changes . Click Publish Button -> Select Publish Page option to publish page . Go back to Appearance > Customize Theme > Header Settings > Menu Settings -> Select Menu Settings option from menu list -> Select Watch Page option from menu name list -> Choose custom icon option from icon settings field - icon size should be set to medium icon size . Click Save Changes button but this time it should be Save & Update Options button instead of Save Changes button . Now you should see Watch Page icon at top left corner of Menu Settings screen . Now go back to Appearance > Customize Theme > Header Settings > Menu Settings -> Select Watch Page option from menu name list -> Choose custom icon option from icon settings field - icon size should be set to large icon size . Click Save Changes button but this time it should be Save & Update Options button instead of Save Changes button . Now you should see Watch Page icon at top left corner of Menu Settings screen . Now go back to Appearance > Customize Theme > Header Settings > Menu Settings -> Select Watch Page option from menu name list -> Choose custom icon option from icon settings field - icon size should be set to small icon size . Click Save Changes button but this time it should be Save & Update Options button instead of Save Changes button . Now you should see Watch Page icon at top left corner of Menu Settings screen . Now go back to Appearance > Customize Theme > Header Settings > Menu Settings -> Select Watch Page option from menu name list -> Choose custom icon option from icon settings field - icon size should be set to default icon size ( no icon . Click Save Changes button but this time it should be Save & Update Options button instead of Save Changes button . Now you should see Watch Page icon at top left corner of Menu Settings screen . Now go back to Appearance > Customize Theme > Header Settings > Menu Settings -> Select Watch Page option from menu name list -> Choose custom icon option from icon settings field - icon size should be set to changed icon size ( no icon . Click Save Changes button but this time it should be Save & Update Options button instead of Save Changes button . Now you should see Watch Page icon at top left corner of Menu Settings screen . Go back to Appearance > Customize Theme > Header Settings > Menu Setting again -> Select Watch Page option from menu name list -> Choose custom icon option from icon settings field - icon size should be set to changed icon size ( no icon . Click Save Changes button but this time it should be Save & Update Options button instead of Save Changes button . Now you should see Watch Page icon at top left corner of Menu Settings screen . Now go back to Appearance > Customize Theme > Header Settings > Menu Setting again -> Select Watch Page option from menu name list -> Choose custom icon option from icon settings field - icon size should be set to changed icon size ( no icon . Click Save Changes button but this time it should be Save & Update Options button instead of Save Changes button . Now you should see Watch Page icon at top left corner of Menu Settings screen . Now go back to Appearance > Customize Theme > Header Settings > Menu Setting again -> Select Watch Page option from menu name list -> Choose custom icon option from icon settings field - icon size should be set to changed icon size ( no icon . Click Save Changes button but this time it should be Save & Update Options button instead of Save Changes button . Now you should see Watch Page icon at top left corner of Menu Settings screen . Now go back to Appearance > Customize Theme > Header Settings > Menu Setting again -> Select Watch Page option from menu name list -> Choose custom icon option from icon settings field - icon
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